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Amazon is Selling NVIDIA’s Chips While Preparing to Replace It

  • Amazon is selling NVIDIA's newest AI chips for its AWS AI infrastructure while also developing its in-house Trainium and Graviton chips to challenge NVIDIA's dominance.
  • AWS showcased its dual strategy of using NVIDIA's chips and promoting its own silicon, such as Trainium2, Trainium3, and upcoming Trainium4, offering energy and cost efficiency advantages over NVIDIA.
  • Alchip is expected to be the exclusive foundry partner for AWS Trainium3 and possibly Trainium4, with Alchip collaborating with Astera Labs on a potential 2nm Trainium4 chip.
  • Despite its in-house chip ambitions, AWS is also offering powerful NVIDIA setups like the P6e-GB200 UltraServers with NVIDIA's Grace Blackwell Superchips, demonstrating a hybrid approach in balancing reliance on NVIDIA and advancing its own silicon technologies.

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